Project Management vs. Change Management: Which Should Lead?



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Project Management vs. Change Management: Which Should Lead? Presented by Jon Weinstein, President of Line of Sight to the PMI Washington DC Chapter October 23, 2012 2012 Line of Sight, LLC

The Question Which discipline should lead Change Management or Project Management? 2012 Line of Sight, LLC with permission to the US Department of State PPMCOP

Related but different Project Management is Effecting change through a disciplined approach to identify the scope, tasks, activities, and deliverables to achieve the new state. Change Management is Achieving change through a disciplined approach to empower people to change behavior and process to success in the new state. 2012 Line of Sight, LLC with permission to the US Department of State PPMCOP

ASK THE CHANGE MANAGER BENEFITS Focus on why, who, where, how None! CHALLENGES Head, heart & hands Skills and ability Think, feel and do

ASK THE PROJECT MANAGER BENEFITS Focus on what, when, how much None! CHALLENGES Activities Functions Content

AND THE WINNER IS THE CONSULTANTS! Change Management OR Project Management Project Management Change Management

BENEFITS TO INTEGRATING Practical Change Leaders and PMs understand the others discipline The disciplines already share critical common elements Both disciplines have defined roles within organizations Potential Highest level of professionalism for both include mastery of key elements of the other Integration of PMO and CMO activities as a business function Strategic/Executive level position to integrate CM/PM role

INTEGRATING THE DISCIPLINES: LIFECYCLE PHASES PROJECT MANAGEMENT LIFECYCLE Initiate Plan Execute Monitor & Control Close CHANGE MANAGEMENT LIFECYCLE Prepare Manage Reinforce

INTEGRATION: A LOOK AT HOW Governance & Structure Activities Sponsor Engagement Coaching Resistance Management Communications Training

INTEGRATION: GOVERNANCE & STRUCTURE Governance Executive Steering Committee Project Sponsor Project Team Change Management Team Structure

INTEGRATION: ACTIVITY LEVEL Your thoughts Sponsor Engagement Communications Coaching & Training Resistance Management

INTEGRATION: ACTIVITY LEVEL Nahmias, A.H., & Crawford, L. (2008). Project Manager or Change Manager? Who Should be Managing Organizational Change?. Project Management Institute.

INTEGRATION/ACTIVITY: SPONSOR ENGAGEMENT Change Management Prepares sponsors for their role in the change process Provides content for their activities and interactions Checks bad behavior Project Management Codifies sponsors roles and responsibilities Establishes framework for their engagement Informs on progress and engages in decisionmaking

INTEGRATION/ACTIVITY: COMMUNICATION Change Management Emphasizes the why and the personal Addresses and elicits/encourages behavior Provides conduit for participations in change Project Management Emphasizes the facts who, what, when, and how Addresses action, deliverables, and outcomes Provides conduit for information sharing

INTEGRATION/ACTIVITY: COMMUNICATION Two methods for planning; an opportunity for Integrated Communication Planning approach Milestone Project Message Change Message Audience Objectives Integrated Service Complete

INTEGRATION/ACTIVITY: COACHING & TRAINING Change Management Builds change management competency across key stakeholder groups Identifies and trains change agents Coaches and guides sponsors and affected people through the change Project Management Directs Task Managers and team members in executing project management processes Identifies gaps to train on what has changed in the process Provides structure (e.g., events and methods) for developing new technical skills to adopt change

INTEGRATION/ACTIVITY: RESISTANCE MANAGEMENT Three ways to deal with resistance management: 1. Prevent it Build Change Management competency in the organization s leaders 2. Proactively manage it Predict and plan for it using Risk Management tools and techniques 3. React to it Build coping processes and competencies of Sponsors, Project Managers, and key team members

ALIGNING THE DISCIPLINES: COMPETENCY

ALIGNING THE DISCIPLINES: COMPETENCIES Nahmias, A.H., & Crawford, L. (2008). Project Manager or Change Manager? Who Should be Managing Organizational Change?. Project Management Institute.

ALIGNING THE DISCIPLINES: ROLES & RESPONSIBILITIES Fulfilling the role of sponsors of change Executive Manager Coaching their direct reports Employee-Facing Enablers Structured approach to enable others Change Manager Project Manager Integrating the technical and people side Project Support Providing expertise

Selecting The Right Structure

RESISTANCE IS FUTILE; YOU MUST ASSIMILATE Shift in paradigm from the disciplines as separate and distinct, to the integration of the core concepts, objectives, tools and techniques Change Management provides the people substance, project management the technical substance PROJECT MANAGEMENT LIFECYCLE Initiate Plan Execute Monitor & Control Close Prepare Manage Reinforce CHANGE MANAGEMENT LIFECYCLE

WHAT CAN YOU DO? Pick one and focus; start with CM or PM to drive the integration Promote and improve both disciplines in parallel, while integrating them Seek opportunities to alternate Perform one while educating yourself on the other

Pursue Excellence Because Mediocrity is expensive! Congressman Elijah Cummings Maryland 7 th District Senior member of the Committee on Oversight and Government Reform 2012 Line of Sight, LLC with permission to the US Department of State PPMCOP

At Your Favorite Online Bookstore Today Available to order on Amazon.com or download on: Books.Google.com/ebooks Look out for our next book Government Manager's Guide to Project Management (Management Concepts: 2013) 2012 Line of Sight, LLC with permission to the US Department of State PPMCOP

Contact Information Jonathan Weinstein, President jweinstein@line-of-sight.com Local: 410.696.2610 www.line-of-sight.com Offices in the Baltimore-Washington & New York Capital Regions 2012 Line of Sight, LLC with permission to the US Department of State PPMCOP